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Strong financial brand, metro location, and generalist advisory-support role increase applicant competition.
Requires financial-product knowledge and willingness to obtain securities licenses, limiting cross-industry transferability.
Night-shift and licensing requirements narrow candidate pool despite no strict experience thresholds.
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Support financial advisors by preparing basic financial plans, conducting investment research, and completing transactions such as money movement and new account openings.
Manage and organize office workflow including client meeting preparation, documentation handling for new business, and coordination of marketing events with compliance.
Provide general administrative support including client correspondence, expense reports, and assisting advisors in increasing their social media presence.
Willingness to obtain licensing certifications (e.g., SERIES 7, State Securities, State IAR, State Insurance).
Willingness to work evening hours: 8:00 pm to 4:30 am IST (9:30 am to 6:00 pm CST).
Basic communication skills and foundational proficiency in MS PowerPoint, MS Excel, and MS Word.
Work Experience Required: Not explicitly mentioned in the JD.
Experience or exposure to financial products like mutual funds, insurance, retirement plans, and financial planning.
Experience interacting with advisors or U.S. business partners is preferred.
Strong attention to detail with ability to meet strict timelines (SLAs) consistently.